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iShares Gold Trust
IAU

Overview Fund Activity

459 hedge funds and large institutions have $3.68B invested in iShares Gold Trust in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
11.44%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.72%
New
38
Increased
149
Reduced
151
Closed
33
Calls
$2.43M
Puts
$177K
Net Calls
+$2.25M
Net Calls Change
+$1.73M

Top Buyers

1
BlackRock
BlackRock
New York
+$441M
2
CSIA
Charles Schwab Investment Advisory
California
+$125M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$22.7M
4
AAM
Aberdeen Asset Management
United Kingdom
+$19.2M
5
PCA
Personal Capital Advisors
California
+$16.8M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$60.7M
2
TWM
Tanglewood Wealth Management
Texas
-$14.7M
3
QIM
Quantitative Investment Management
Virginia
-$10.6M
4
MB
Mizuho Bank
Japan
-$8.86M
5
CGI
Cougar Global Investments
Ontario, Canada
-$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
276
Citadel Advisors
Florida
$292K +$292K +12,159 New
PFM
277
Phillips Financial Management
Indiana
$288K -$159K -6,414 -36%
WA
278
WFG Advisors
Texas
$285K -$175K -7,283 -38%
CPA
279
Capital Planning Advisors
California
$284K +$284K +11,838 New
AWM
280
AE Wealth Management
Kansas
$281K +$121K +5,044 +76%
JIP
281
Jaffetilchin Investment Partners
Florida
$276K – – –
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$274K -$4.09K -171 -1%
VKH
283
Virtu KCG Holdings
New York
$272K -$1.21M -50,296 -82%
CWM
284
Cornerstone Wealth Management
Missouri
$272K -$12.2K -507 -4%
EM
285
Excalibur Management
Massachusetts
$272K – – –
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$271K +$233K +9,698 +609%
SIC
287
Schwartz Investment Counsel
Michigan
$268K +$3.61K +150 +1%
GC
288
Garde Capital
Washington
$267K -$12K -500 -4%
CIC
289
Cutler Investment Counsel
Oregon
$259K – – –
CBU
290
CIBC Bank USA
Illinois
$256K +$15.6K +650 +7%
JWS
291
Juncture Wealth Strategies
Arizona
$253K -$892K -37,201 -78%
CCG
292
Chatham Capital Group
Georgia
$252K – – –
GCA
293
Guardian Capital Advisors
Ontario, Canada
$249K – – –
VAS
294
Valicenti Advisory Services
New York
$241K -$24K -1,000 -9%
OPTFSNA
295
Old Point Trust & Financial Services N A
Virginia
$238K -$38.5K -1,600 -14%
ISL
296
Ingalls & Snyder LLC
New York
$227K – – –
JCM
297
Jacobi Capital Management
Pennsylvania
$226K +$23.5K +971 +12%
TCM
298
Tuttle Capital Management
Connecticut
$226K +$226K +9,442 New
DADC
299
D.A. Davidson & Co
Montana
$222K -$11.7K -489 -5%
LPT
300
Legacy Private Trust
Wisconsin
$219K – – –
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